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Wealth Watch

Looming Recession?

Downward markets have been drawing a lot of attention as of late.  Among the many potential reasons for a decline is a slowing economy.  Market pundits have been busy vocalizing their predictions on whether a recession is on the horizon and, if so when it might occur. Recessions have been loosely defined as two consecutive […]

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Plan For Your Death…So Your Loved Ones Don’t Have To

Death is topic that no one wants to think about. However, the loss of a spouse can be devastating from both an emotional and financial perspective, especially if the deceased spouse was primarily responsible for managing the couple’s finances. The good news is that doing some planning now will ease the burden your grieving loved […]

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Working Wealthy – Where Does the Money Go?

Have you ever asked yourself, “where does all the money go”? I’m fairly certain you probably have at least once or twice during your lifetime. Most people leave the question dangling and then pour a glass of wine or unwrap a chocolate. However, you cope with the idea of understanding your spending, you should be […]

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Wealth Watch inverted yield curve

The Dreaded Inverted Yield Curve

Many pundits have viewed an inverted yield curve as a signal for a recession. An inverted yield curve is defined as when short-term interest rates are higher than long-term rates. Although there has been previous correlation between this inversion occurring and a recession, it’s not as clear-cut an indicator as one may think. The Yield […]

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Multi-State Property Ownership – Convenience at a Cost?

Congratulations! You made the decision to escape the long, dark and cold winter months and relocate to year-round sunshine and warm weather. After consulting with your tax professional, estate attorney, and financial planner, you have committed to spending the necessary time and have taken the steps needed to claim residency and start enjoying a new […]

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The Great Reframing

In our March 31, 2022 event, Dr. Joseph Coughlin, head of the MIT Age Lab, discussed how the current seemingly constant state of stress is fundamentally changing the relationship we have with work, family, media, and more. According to their research, we are all going through a “great reframing.”

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Blog pegboard featuring the best way to predict the future is to create it

Retiring Well: A 3-Step Guide

We’re running in many directions because of our busy lives. Pause a moment and ask yourself, how often do I find time to dream about and plan my retirement? Your answer is probably not that often – and you’re not alone. And, yet, many of us are anxious as retirement nears or as we experience […]

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Wealth Watch bond market

Busted Bonds

With all the turmoil in the world, no wonder we have seen stock market declines.  Stock markets had done so well for so long, and now you add a war on top of it, so it’s easy for our minds to justify the recent volatility.  But bonds aren’t so intuitive.  Bonds are supposed to help […]

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Wealth Watch map of russia and ukraine

From Russia with Tanks Part II – What’s Next?

Two weeks ago, Russian forces invaded Ukraine, launching the largest military campaign in Europe since World War II. While the geopolitical ramifications of the invasion may not be known for years, the implications for the global economy and the financial markets will be felt much sooner. As one might expect, the market dropped immediately the […]

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Blog couple preparing taxes

5 Tax Planning Checks that Could Save Thousands!

Now that tax time is here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. There are many tax documents mailed to you or available online, but what about some of the items that are tougher to keep track of? Here are five tax strategies that are often […]

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Wealth Watch man at desk reviewing investments

Impact Investing – How to Assess Performance

In the summer of 2021, BDF introduced our Impact Investing platform. We designed a portfolio that stayed true to BDF’s philosophy on investing while also emphasizing companies that score favorably in terms of their environmental, social, and governance (ESG) factors. Since this introduction, we’ve been fortunate enough to have many great conversations with clients who […]

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Working Wealthy – Budget vs. Goals

Does the term “budget” make your skin crawl? Or perhaps even worse—does it make you shut down? Having been a financial planner for a good part of my adult life, I’ve never really thought of the word “budget” as being a bad word. But in the context of comprehensive financial planning, it can actually derail […]

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